WANY
NAVI icon

Wealthspire Advisors (New York)’s Navient NAVI Stock Holding History

Wealthspire Advisors (New York)’s Portfolio NAVI Stock Details NAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-11,667
Closed -$88K – 444
2020
Q1 		$88K Buy
+11,667
New +$139K ﹤0.01% 524
2019
Q1 		– Sell
-101
Closed -$1K – 528
2018
Q4 		$1K Buy
+101
New +$1.16K ﹤0.01% 822

Other funds holding NAVI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Wealthspire Advisors (New York)'s NAVI Position: Q2 2020 in Review

Wealthspire Advisors (New York) sold out of Navient (NAVI) in Q2 2020, closing a stake of 11,667 shares — an estimated $88K sold.

Wealthspire Advisors (New York) first reported a position in NAVI in Q4 2018 and held it in 2 quarters. The position peaked at $88K in Q1 2020. 275 funds tracked by Wall St. Rank hold NAVI as of Q2 2020.

  • Wealthspire Advisors (New York) reported no remaining Navient position as of Q2 2020 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 11,667 Navient shares in Q2 2020, an estimated $88K.
  • Wealthspire Advisors (New York) first reported a position in Navient in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Navient position peaked at $88K in Q1 2020.
  • 275 funds tracked by Wall St. Rank held Navient as of Q2 2020.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2020, filed 14 Aug 2020.